ZIM

Zacks Investment Management Portfolio holdings

AUM $12.6B
1-Year Est. Return 26.15%
This Quarter Est. Return
1 Year Est. Return
+26.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.7B
AUM Growth
-$91.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$55.6M
2
+$47M
3
+$21.7M
4
OVV icon
Ovintiv
OVV
+$20.6M
5
OKTA icon
Okta
OKTA
+$20.5M

Top Sells

1
+$66.6M
2
+$46.6M
3
+$33M
4
NOW icon
ServiceNow
NOW
+$26M
5
AMAT icon
Applied Materials
AMAT
+$24.8M

Sector Composition

1 Technology 20.99%
2 Financials 17.45%
3 Healthcare 12.16%
4 Industrials 10.24%
5 Consumer Staples 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.3M 0.01%
50,826
+4,415
377
$1.29M 0.01%
346,167
+42,895
378
$1.29M 0.01%
24,865
+4,315
379
$1.28M 0.01%
20,146
+703
380
$1.27M 0.01%
+50,651
381
$1.27M 0.01%
279,457
+12,951
382
$1.25M 0.01%
3,708
-50,616
383
$1.24M 0.01%
+87,755
384
$1.23M 0.01%
55,528
+10,379
385
$1.22M 0.01%
+32,065
386
$1.2M 0.01%
34,452
+6,206
387
$1.2M 0.01%
215,144
+32,956
388
$1.15M 0.01%
36,856
+3,012
389
$1.14M 0.01%
15,292
-1,492
390
$1.13M 0.01%
+23,883
391
$1.12M 0.01%
17,971
+2,607
392
$1.12M 0.01%
5,269
-711
393
$1.1M 0.01%
39,491
+15,614
394
$1.1M 0.01%
38,335
-87,804
395
$1.1M 0.01%
2,956
+144
396
$1.08M 0.01%
171,035
+43,832
397
$1.08M 0.01%
9,522
+254
398
$1.07M 0.01%
18,142
-448
399
$1.07M 0.01%
+35,387
400
$1.06M 0.01%
19,404
+448
14 15
16
17 18